TIPT vs IVA

Comparison between Tiptree Inc (TIPT, Company) and Inventiva (IVA, Company).

TIPT is from the Financial Services sector, while IVA is from the Healthcare sector.

5-Year PerformanceTIPT has outperformed IVA, delivering a return of +14.4% compared to -24.5%

TIPT vs IVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPT(COMPANY)	IVA(COMPANY)
Market Cap	$657M	$655M
Max Drawdown	55.89%	91.32%
Sharpe Ratio	-0.66	0.43
5Y Beta	0.62	0.79
Industry	Insurance - Specialty	Biotechnology
P/E Ratio	14.53	-0.89
Forward P/E	12.11	N/A
PEG Ratio	N/A	-0.02
Dividend Yield	1.36%	N/A
5Y Dividends CAGR	14.87%	N/A
5Y EPS CAGR	-7.82%	24.75%
Debt to Equity	14.30%	-611.30%
Free Cash Flow Yield	26.75%	-24.18%
P/S Ratio	N/A	73.66
P/B Ratio	N/A	2.10

Market Cap

Winner

TIPT

$657M

IVA

$655M

Max Drawdown

Winner

TIPT

55.89%

IVA

91.32%

Sharpe Ratio

TIPT

-0.66

Winner

IVA

0.43

5Y Beta

Winner

TIPT

0.62

IVA

0.79

Industry

TIPT

Insurance - Specialty

IVA

Biotechnology

P/E Ratio

TIPT

14.53

Winner

IVA

-0.89

Forward P/E

TIPT

12.11

IVA

N/A

PEG Ratio

TIPT

N/A

IVA

-0.02

Dividend Yield

TIPT

1.36%

IVA

N/A

5Y Dividends CAGR

TIPT

14.87%

IVA

N/A

5Y EPS CAGR

TIPT

-7.82%

Winner

IVA

24.75%

Debt to Equity

TIPT

14.30%

Winner

IVA

-611.30%

Free Cash Flow Yield

Winner

TIPT

26.75%

IVA

-24.18%

P/S Ratio

TIPT

N/A

IVA

73.66

P/B Ratio

TIPT

N/A

IVA

2.10

TIPT vs IVA - Historical Returns

Returns include dividend reinvestment.

Period	TIPT	IVA
1 month	+2.76%	-28.88%
3 months	+11.37%	-40.10%
6 months	-4.93%	-15.00%
1 year	-21.93%	+6.28%
5 years(CAGR)	+14.37%	-24.48%
10 years(CAGR)	+15.49%	N/A
Max(CAGR)	+11.18%	-19.99%

Winner

TIPT

+2.76%

IVA

-28.88%

Winner

TIPT

+11.37%

IVA

-40.10%

Winner

TIPT

-4.93%

IVA

-15.00%

TIPT

-21.93%

Winner

IVA

+6.28%

5Y(CAGR)

Winner

TIPT

+14.37%

IVA

-24.48%

10Y(CAGR)

TIPT

+15.49%

IVA

N/A

Max(CAGR)

Winner

TIPT

+11.18%

IVA

-19.99%

TIPT vs IVA - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	TIPT	IVA
2026	-2.35%	-25.00%
2025	-9.29%	+117.29%
2024	+14.13%	-54.41%
2023	+36.04%	-9.13%
2022	-0.20%	-67.35%
2021	+184.21%	-5.20%
2020	-36.28%	+8.05%
2019	+48.00%	N/A
2018	-5.59%	N/A
2017	-3.80%	N/A
2016	+10.37%	N/A
2015	-21.45%	N/A
2014	+9.61%	N/A
2013	+0.33%	N/A
2012	+24.81%	N/A
2011	+45.26%	N/A
2010	-1.66%	N/A

TIPT vs IVA Drawdown Comparison

The maximum drawdown for TIPT was -51.21%, occurring on Mar 18, 2020. Recovery took 1703 trading sessions.

The maximum drawdown for IVA was -91.32%, occurring on Oct 9, 2024. This drawdown has not yet recovered.

The current TIPT drawdown is -30.67%. The current IVA drawdown is -81.21%.

Rank	TIPT	IVA
#1	-51.21% Jun 25, 2014 - Mar 31, 2021	-91.32% Jan 20, 2021 - Oct 9, 2024
#2	-42.34% Apr 23, 2021 - Oct 14, 2021	-26.45% Jul 10, 2020 - Oct 12, 2020
#3	-39.05% Nov 4, 2021 - Feb 10, 2023	-21.72% Oct 21, 2020 - Jan 5, 2021
#4	-37.86% Sep 12, 2025 - Mar 19, 2026	-5.76% Jan 13, 2021 - Jan 19, 2021
#5	-25.49% Feb 22, 2023 - Aug 28, 2023	-4.66% Oct 16, 2020 - Oct 21, 2020
#6	-25.28% Jun 14, 2012 - Aug 23, 2012	-1.89% Jan 6, 2021 - Jan 8, 2021
#7	-24.04% Jan 11, 2024 - Oct 16, 2024	N/A
#8	-22.61% Jun 24, 2011 - Mar 19, 2012	N/A
#9	-21.62% Apr 21, 2014 - Jun 16, 2014	N/A
#10	-18.86% Mar 26, 2025 - Sep 12, 2025	N/A
#11	-17.94% Jan 29, 2014 - Apr 4, 2014	N/A
#12	-17.64% Dec 31, 2012 - Aug 14, 2013	N/A
#13	-17.22% Dec 2, 2024 - Feb 27, 2025	N/A
#14	-17.00% Nov 26, 2010 - Jan 4, 2011	N/A
#15	-15.61% Sep 1, 2023 - Nov 14, 2023	N/A